Our Team

Through tailored and timely financial and investment advice, we help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Gene O'Dell

Gene O'Dell

  • AAMS
  • Managing Director - Investment Officer
  • Senior PIM Portfolio Manager
Gene currently serves as the primary consultant to a wide range of successful private clients, including corporations, pensions and profit sharing plans, as well as high net worth individuals and their families. He draws on more than 19 years of experience providing targeted investment advisory, retirement and estate investment planning strategies in his service to clients.

Gene is the Chief Investment Strategist for the O'Dell Financial Group and he directs all of the team's asset allocation strategies and investment selections.

In addition to Series 7, 63, 65, and 31 securities registrations, and applicable insurance licenses, Gene is an Accredited Asset Management Specialist, a professional designation awarded by the College for Financial Planning to professionals who successfully complete educational requirements, pass an exam and agree to comply with a code of ethics. He holds a bachelor's degree in Business Management from Evangel University. Gene has been a Premier Advisor since 2010, a designation held by a select group of Financial Advisors who have met or exceeded the Firm's standards of three or more of the following: length of service with the Firm, completion of educational components, business production, and professionalism.

Gene, and his wife Christine, live in Springfield. They have two sons. Outside of the office, they enjoy camping, hiking, golf and going on cruises. He has served on the Board of Directors for Habitat for Humanity, 2011-2017, as Treasurer for Cub Scout Pack 210, and as a volunteer for Boy Scout Troop 239.

Education

  • B.B.A. - Business Management
Beth Knight

Beth Knight

    • Financial Advisor
    In 2000, Beth began her career in financial services in Denver, CO, in a supervisory role for the Stanford Group, a regional investment firm.  In 2002, she began working for McDonald Investments, again in a supervisory role. Continuing her career, she joined A.G. Edwards, a predecessor firm to Wells Fargo Advisors, in 2006.

    While working in her role in supervision, she was allowed to provide investment services for her friends and family, creating the passion that she has today for helping individual client's plan their financial future. In 2016, an opportunity arose for Beth to work only with individual investors and she gladly accepted. After watching her very successful career, Beth was invited to join The O'Dell Financial Group in 2019.

    Outside of the office, Beth is involved in the community and is currently volunteering for Route 66 Animal Rescue, helping homeless pets find loving families. Beth, and her husband Lance, live in Ozark with their cat, dogs, and mini donkeys.

    Education

    • B.B.A. - Business Management
    Heather Taylor

    Heather Taylor

      • Senior Registered Client Associate
      • Assistant Vice President
      Heather began her career in finance in 2006 with Merrill Lynch.  After working for both Morgan Stanley and Smith, Moore & Co she found her home with Wells Fargo Advisors in 2010.

      Before entering the financial services industry, Heather graduated from Long Island University with a Bachelor of Science in Biology.  After returning to her hometown of Springfield, Heather worked for the Springfield Cardinals as an Account Executive for two season, including the Inaugural Season of 2005.

      While baseball is a big passion for her, Heather has found a great fit in working with Financial Advisors as they help their clients meet their financial needs.  She is licensed in Insurance and holds Series 7, 66 and 31 registrations.

      Heather and her husband, Cyrus, live in Springfield with their daughter Cobey (2016) and son Carter (2019).  They enjoy live music, spending time outdoors and vacationing as a family to the beach and the mountains.

      Education

      • B.S - Biology